Bancassurance Advisor: Build Wealth Drive Client Solutions

UNITED OVERSEAS BANK LIMITED; Singapore; On-site; SGD 40,000 - 60,000; Full time

Job summary

United Overseas Bank Limited in Singapore seeks a Bancassurance Specialist to provide financial advisory services to bank customers, helping them meet financial goals. You will start as an individual contributor with a pathway to leadership roles.

High performers may progress to Team Leader or Senior Bancassurance Manager focusing on the High Net Worth segment, while maintaining a compliant and professional advisory approach.

Qualifications

• Diploma or University Degree with relevant working experience
• CMFAS Modules 5, 9, 9A, and HI preferred
• Proven track record in sales and client engagement

Responsibilities

• Actively understand customers’ financial needs and provide timely, accurate financial advisory services
• Deliver financial advisory services to bank customers through the Bank's network and referrals to meet sales targets
• Uphold professionalism, diligence and integrity in all advisory interactions
• Ensure compliance with internal policies, processes and regulatory requirements including documentation

Skills

Interpersonal skills

Communication

Sales performance

Client engagement

Team collaboration

Education

Diploma

University Degree

Job description

United Overseas Bank Limited in Singapore seeks a Bancassurance Specialist to provide financial advisory services to bank customers, helping them meet financial goals. You will start as an individual contributor with a pathway to leadership roles.

High performers may progress to Team Leader or Senior Bancassurance Manager focusing on the High Net Worth segment, while maintaining a compliant and professional advisory approach.